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How are you getting GPU capacity for AI in 2026?
Reserved cloud capacity, neoclouds, on-prem clusters, shared internal pools? What are lead times and utilisation like?
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HPC & Accelerated Compute
Evaluating HPC & Accelerated Compute this quarter? This page brings together what changed, which companies are most active, what practitioners are asking and how to build a shortlist.
GPUs, AI accelerators, inference hardware and high-performance computing: the chips, systems and capital behind AI at scale.
What changed recently
Start with the news. These are the HPC & Accelerated Compute stories getting the most attention right now, so you know what has shifted before you talk to anyone.
HPC & Accelerated Compute
NVIDIA DGX Spark 64GB Gives Developers More Ways to Build and Scale Local AI
Local AI is becoming more useful by the token. As AI agents move from experiments into everyday development, increasingly capable open models are shrinking to fit on more devices, giving builders more to run locally. Coming this month, NVIDIA DGX Spark will be available with 64GB of unified memory from top manufacturer partners, Acer, […]
HPC & Accelerated Compute
NVIDIA Commits $1 Billion to Advance US Science Over the Next Five Years
NVIDIA today announced commitments valued at $1 billion to build out the United States’ capacity for super intelligence research and development in fields critical for U.S. leadership, including quantum computing, healthcare and energy security.
HPC & Accelerated Compute
Rally Up: ‘Gears of War: E-Day’ Launches on GeForce NOW
Gears of War: E-Day leads the charge on GeForce NOW this week, bringing Marcus Fenix and Dom Santiago’s first fight against the Locust Horde to the cloud with GeForce RTX-powered performance. A new way to join the action is also coming: Fire TV users will soon be able to purchase GeForce NOW memberships directly through […]
HPC & Accelerated Compute
ReLearn at CVPR 2026: can AI still learn from humans?
AI has advanced fast by scaling models, data, and compute. As foundation models get more capable, an old question is coming back...
HPC & Accelerated Compute
NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs with RTX Spark and AI Agents
At a Microsoft event in San Francisco on Wednesday, Jensen Huang and Satya Nadella outlined how NVIDIA and Microsoft are co-engineering hardware and software for AI agents to run on Windows PCs. NVIDIA was founded because of Windows, Huang said. Now AI agents are coming to Windows. “If you look at the entire journey of […]
HPC & Accelerated Compute
Lenovo Announces Tech World @ CES 2027: Defining the Next Era of Hybrid AI
Lenovo Chairman and CEO Yuanqing Yang to unveil how Hybrid AI turns data into value for every individual and enterprise during CES Keynote at Sphere.
HPC & Accelerated Compute
AMD to Report Fiscal Third Quarter 2026 Financial Results
HPC & Accelerated Compute
Beyond the model: Securing the path from intelligence to action in the agentic AI era
As AI moves from generating answers to taking actions, security must extend beyond the model to protect the complete system that turns intelligent decisions into action. The post Beyond the model: Securing the path from intelligence to action in the agentic AI era appeared first on Arm Newsroom .
Companies to know in HPC & Accelerated Compute
Those stories keep returning to the same names. These are the companies we track in this category; each profile has its news, solutions and published reviews.
NVIDIA
Santa Clara, California, USA
NVIDIA is a semiconductor and computing platform company that designs GPUs, CPUs, networking and software for AI, data centres, gaming, professional visualisation and automotive. Its data centre portfolio includes Hopper and Blackwell GPUs, Grace CPUs, DGX systems, InfiniBand and Spectrum-X Ethernet networking, and the CUDA and NVIDIA AI Enterprise software stacks. Founded in 1993, NVIDIA is headquartered in Santa Clara, California, and listed on Nasdaq.
AMD
Santa Clara, California, USA
AMD (Advanced Micro Devices) is a US semiconductor company founded in 1969 and headquartered in Santa Clara, California. It designs EPYC server CPUs, Ryzen client processors, Radeon graphics, Instinct data centre GPU accelerators with the ROCm software stack, and adaptive computing products from Xilinx, acquired in 2022, for data centre, HPC, AI, PC, gaming and embedded markets.
Intel
Santa Clara, California, USA
Intel is a US semiconductor company that designs and manufactures x86 processors, including Xeon data centre CPUs and Core client processors, along with Gaudi AI accelerators, networking and edge computing products. Through Intel Foundry it also manufactures chips for external customers. Founded in 1968 by Gordon Moore and Robert Noyce and headquartered in Santa Clara, California, Intel is listed on Nasdaq.
HPE
Spring (Houston), Texas, USA
HPE, the primary brand of Hewlett Packard Enterprise since June 2025, is a US enterprise technology company that sells servers, storage, networking and hybrid cloud services, including the HPE GreenLake cloud platform. Formed in 2015 when Hewlett-Packard split in two, HPE focuses on edge-to-cloud infrastructure and AI, and it expanded its networking business by acquiring Juniper Networks in July 2025.
Dell Technologies
Round Rock, Texas, USA
Dell Technologies is an American technology company headquartered in Round Rock, Texas. It sells PCs, servers, storage, networking and data protection products and services, including PowerEdge servers, PowerStore, PowerScale and PowerMax storage, PowerProtect data protection and the Dell AI Factory. Dell was founded by Michael Dell in 1984; Dell Technologies was formed in 2016 when Dell acquired EMC. It is listed on the NYSE (DELL).
Lenovo
Hong Kong, China
Lenovo is a multinational technology company that makes PCs, smartphones, servers, storage and IT services. Its Infrastructure Solutions Group sells ThinkSystem servers, ThinkAgile hyperconverged systems, ThinkSystem storage and Neptune liquid-cooled systems for HPC and AI. Founded in Beijing in 1984, Lenovo is listed on the Hong Kong Stock Exchange and acquired IBM's PC business in 2005 and x86 server business in 2014.
Supermicro
San Jose, California, USA
Supermicro (Super Micro Computer, Inc.) is a US maker of servers, storage systems and data centre infrastructure, founded in 1993 by Charles Liang and headquartered in San Jose, California. It builds GPU-accelerated AI and HPC systems, rack-scale solutions and direct liquid cooling for cloud providers, enterprises and research institutions. Supermicro is listed on Nasdaq.
IBM
Armonk, New York, USA
IBM is a US technology company providing hybrid cloud and AI software, infrastructure and consulting. Its portfolio includes Red Hat OpenShift, the watsonx AI and data platform, IBM Z mainframes and Power servers, IBM Storage, Db2 databases, and automation and observability software such as Instana and HashiCorp Terraform. Founded in 1911 and headquartered in Armonk, New York, IBM is listed on the NYSE.
Fujitsu
Fujitsu is a Japanese information and communications technology company providing IT services, consulting, servers, storage and advanced computing. It co-developed the Fugaku supercomputer with RIKEN, designed the Arm-based A64FX processor, and is developing the FUJITSU-MONAKA data centre CPU. Founded in 1935, Fujitsu serves enterprises and governments worldwide and is listed on the Tokyo Stock Exchange.
Bull
France
Bull is a French advanced computing company specialising in high-performance computing, AI infrastructure and quantum computing. It designs and manufactures BullSequana supercomputers and servers and develops the Qaptiva quantum software suite. Founded in 1931 and part of Atos from 2014, Bull has been owned by the French State since 31 March 2026, when the State completed its acquisition of Atos's Advanced Computing business.
Penguin Solutions
Penguin Solutions is a technology company that designs, builds, deploys and manages high-performance computing and AI infrastructure, and also sells specialty memory and LED products. Formerly SMART Global Holdings (SGH), the company adopted the Penguin Solutions name in 2024. Its portfolio includes Penguin Computing HPC and AI clusters, cluster management software, SMART Modular memory solutions and related services for enterprises, research institutions and government.
Cerebras
Sunnyvale, California, USA
Cerebras Systems is a US AI computing company founded in 2015 and headquartered in Sunnyvale, California. It builds the Wafer-Scale Engine, a processor made from an entire silicon wafer, and CS-series systems built around it, and offers the Cerebras inference cloud and on-premises AI supercomputers. Cerebras has been listed on Nasdaq under the ticker CBRS since May 2026.
Groq
Mountain View, California, USA
Groq is a US AI chip and inference company that designed the Language Processing Unit (LPU), a deterministic processor built for fast, low-latency inference of large language models. It offers GroqCloud, an API platform serving open models, and GroqRack on-premises systems. Groq was founded in 2016 by Jonathan Ross, a co-creator of Google's TPU, and is headquartered in Mountain View, California.
SambaNova
Palo Alto, California, USA
SambaNova, formally SambaNova Systems, is an AI computing company headquartered in Palo Alto, California, founded in 2017. It designs Reconfigurable Dataflow Unit (RDU) processors, such as the SN40L, and sells full-stack AI inference systems and services, including SambaNova Cloud for fast inference of open-source large language models and on-premises SambaStack deployments. It is privately held and venture-backed.
CoreWeave
Livingston, New Jersey, USA
CoreWeave is an American AI cloud provider headquartered in Livingston, New Jersey. It operates data centres offering GPU-accelerated compute, storage and networking for training and running AI models, with managed Kubernetes and Slurm services. Founded in 2017 as Atlantic Crypto, it pivoted to cloud computing, listed on Nasdaq (CRWV) in March 2025 and acquired AI developer platform Weights & Biases in 2025.
Lambda
Lambda is an AI infrastructure company that provides GPU cloud computing for training and running AI models, including on-demand instances, reserved clusters and private cloud capacity based on NVIDIA GPUs. It also offers the Lambda Stack software distribution and has sold GPU workstations and servers. Formerly known as Lambda Labs, the company was founded in 2012 by Stephen and Michael Balaban.
Arm
Cambridge, England, United Kingdom
Arm is a British semiconductor IP company founded in 1990 and headquartered in Cambridge, England. It designs the Arm instruction set architecture and licenses CPU cores (Cortex, Neoverse), GPUs and compute subsystems to chipmakers, underpinning most smartphones and a growing share of data centre, automotive and edge chips. SoftBank Group is Arm's majority owner; it listed on Nasdaq in 2023.
Qualcomm
San Diego, California, USA
Qualcomm is a US semiconductor and wireless technology company headquartered in San Diego, California, founded in 1985. It designs Snapdragon system-on-chips, 5G modems and RF systems for smartphones, PCs, vehicles and IoT devices, and licenses its extensive portfolio of cellular patents. Qualcomm also sells edge AI platforms and Cloud AI inference accelerators, and is listed on Nasdaq.
Tenstorrent
Toronto, Ontario, Canada
Tenstorrent is an AI and RISC-V computing company founded in 2016 in Toronto, Canada, and led by chief executive Jim Keller. It designs AI accelerators based on its Tensix cores, including the Wormhole and Blackhole processors, sells cards and workstation and server systems, and licenses RISC-V CPU and AI IP. Its software stacks, including TT-Metalium, are open source.
Graphcore
Bristol, England, United Kingdom
Graphcore is a British semiconductor company that designs the Intelligence Processing Unit (IPU), a processor architecture for machine learning, together with the Poplar software stack. Its products include the Bow IPU and IPU-POD systems for AI training and inference. Founded in 2016 by Nigel Toon and Simon Knowles and based in Bristol, Graphcore was acquired by SoftBank Group in 2024.
What practitioners are asking
Vendor news only tells you half of it. This is what people working in HPC & Accelerated Compute are discussing and asking each other.
New
Liquid cooling: are you retrofitting data centres or waiting?
For teams planning dense GPU racks, what is the realistic path for your facilities?
Build a shortlist
With the news, the companies and the open questions in view, pick three to five companies whose products match your problem, read their recent stories and put your remaining questions to the community before you speak to sales.
More HPC & Accelerated Compute stories
If you want more background, here is more of the recent coverage.
HPC & Accelerated Compute
Why Telecom Operators Are Building Their AI Strategy on Open Models
Telecom operators are increasingly building their AI strategies on open models, and the reasons go beyond mere cost. Open models give telcos the ability to trust, control and customize AI across their most critical workloads, from autonomous networks to customer care. NVIDIA’s latest State of AI in Telecommunications report reflects this shift, with […]
HPC & Accelerated Compute
From Experiment to Enterprise: Scaling AI for Life Sciences with Lenovo and NVIDIA
Turning AI from a pilot project into an enterprise capability requires the right foundation - one that balances performance, data privacy and operational simplicity.
HPC & Accelerated Compute
Infrastructure Modernization in Action: How Organizations Are Transforming IT to Meet the Demands of AI, Automation, and Rising Workloads
As AI, automation, and data-intensive workloads reshape every industry, organizations are confronting a hard truth: legacy infrastructure can’t keep pace. Forward-looking leaders are rethinking their IT foundations, not just to support growth, but to accelerate it.
HPC & Accelerated Compute
From Scan to Treatment Plan, AI Helps Close Breast Cancer’s Deadliest Gaps
Breast cancer is the most commonly diagnosed cancer among American women, yet the gaps in care are wide. A majority of women over age 40 skip the recommended annual screening. Radiologists are reading more mammograms with fewer colleagues. And when a diagnosis arrives, the tests that inform treatment can take weeks to return results. […]
HPC & Accelerated Compute
Top Arm-based innovations advancing AI infrastructure, on-device intelligence and physical AI in September 2026
Explore how Arm-based computing is advancing agentic AI, mobile, gaming, robotics, AI PCs, wearables, and scientific discovery across the ecosystem. The post Top Arm-based innovations advancing AI infrastructure, on-device intelligence and physical AI in September 2026 appeared first on Arm Newsroom .
HPC & Accelerated Compute
Lenovo Supports the 20th Asian Games and the 5th Asian Para Games as the Official Supplier of PC Equipment and Related Services and Solutions
Through this sponsorship, Lenovo will contribute to building a robust digital environment that supports event organizers, media representatives, and fans, while helping advance digital transformation in the sports industry.
HPC & Accelerated Compute
Lenovo’s AI adoption and change management model helps drive 36% higher daily Copilot use
Built and refined through Lenovo’s own AI deployments, the model combines early manager involvement, role-specific enablement and continued measurement to turn AI access into sustained use and measurable value.
HPC & Accelerated Compute
DKSH Accelerates Landmark Smart Parking Deployment with Lenovo TruScale Infrastructure as a Service
By bringing together technology, services and ongoing support within a single solution, Lenovo TruScale IaaS helps DKSH focus resources on innovation and customer delivery.
HPC & Accelerated Compute
How NVIDIA GPUs Help Accelerate OpenAI’s GPT-6 Astra Ultrafast
GPT-6 Astra Ultrafast, running on NVIDIA Blackwell GPUs, is available now in the OpenAI API and to eligible ChatGPT Work and Codex users. Accelerated by inference optimizations through OpenAI’s models that tap into the capabilities of the NVIDIA Blackwell architecture, Ultrafast offers up to 8x faster token generation than the Astra Standard mode. For developers, […]
HPC & Accelerated Compute
Lambda closes $1 billion senior secured fixed rate financing
Marks Lambda’s first $1 billion-plus institutional debt financing marketed to insurance companies and fixed income investors, and second institutional credit facility, expanding access to capital to support committed AI infrastructure deployments
HPC & Accelerated Compute
From world models to active agents: the next step for physical AI
Generative AI has made remarkable progress in creating increasingly realistic representations of the world. Image models can synthesize photorealistic scenes, video models can generate complex dynamics over time, and emerging world models are beginning to capture geometry, motion, and interaction.
HPC & Accelerated Compute
Fall Into 25 New Games on GeForce NOW This October
Spooky season is streaming in. Alongside falling leaves, pumpkin spice and everything nice, 25 new games are joining GeForce NOW throughout October, including six ready to play this week. From a new CONTROL Resonant reward for Performance and Ultimate members to The Witcher 3: Wild Hunt, Remastered joining the cloud, this GFN Thursday is […]
HPC & Accelerated Compute
Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment
AI factories are built by the megawatt, even by the gigawatt. Each megawatt factory costs roughly $60 million, and AI factory operators will only commit capital on that scale with a clear view of the return on investment. Three key things shape AI factory returns: Earning capacity: What the factory could earn in a year […]
HPC & Accelerated Compute
Lenovo Technology Powers Aruba.it Racing: Ducati to Historic 2026 WorldSBK Triple Crown
The team’s 2026 season has been defined by precision and dominance with Lenovo, Main Sponsor to Aruba.it Racing, Ducati, playing a central role in its success.
HPC & Accelerated Compute
NVIDIA Opens Applications for 2027-2028 Graduate Fellowships With Awards Up to $60,000
Bringing together the world’s brightest minds and the latest accelerated computing technology leads to powerful breakthroughs that help tackle some of the biggest research problems. To foster such innovation, the NVIDIA Graduate Fellowship Program provides grants, mentors and technical support to doctoral students doing outstanding research relevant to NVIDIA technologies. The program, in its…
HPC & Accelerated Compute
From Training to Production, NVIDIA and CoreWeave Close the Loop on Agentic AI
Building on nearly a decade of co-engineering, CoreWeave has built NVIDIA compute, networking and software into a cloud purpose-built for AI that’s still returning on investment across multiple generations of deployment. Now, CoreWeave is bringing the next generation of NVIDIA infrastructure to production. At CoreWeave Fully Connected, running this week in San Francisco, CoreWeave announced […]